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Service Nation Roundtable

by Service Nation

An accessible, foundation-building network offering recurring core business discussions, operational templates, and best practice assessments.

Media

About This Product

Premium peer advisory for HVAC contractors with $3M+ revenue. Quarterly meetings with non-competing peers, confidential financial benchmarking, and one-on-one coaching. The highest tier of Service Nation's contractor development ecosystem.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

Organization Details

Detailed specifications for this organization product are being compiled. Feature availability and taxonomy data below reflect our current discovery analysis.

FSH Score Breakdown

Ease of Use
5.0
Features
8.0
Support
5.0
Value
6.0
Integrations
7.0
AI Capabilities
1.5

Features

84 features confirmed across 10categories· Showing confirmed capabilities only

CRM & Sales24features

Marketing ToolsMarketing & Advertising ToolsAdvisory BoardsPeer Advisory BoardsBusiness ConsultingBusiness ConsultingClub Membership ProgramFree MembershipDealer Network ManagementPreferred Partner NetworkEvent & Expo Partner AccessEvent & Expo Partner AccessGroup PurchasingGroup Purchasing / Buying PowerMarketing and Advertising Materials AccessMarketing Resources
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Marketing and Sales ConsultingSales CoachingMarketing Support ServicesMarketing Support ServicesMember DiscountsMember DiscountsMembership TiersTiered Membership LevelsNewsfeed AccessNewsfeed AccessPartner DiscountsPartner DiscountsBusiness ProceduresBusiness ProceduresPartner ProgramPreferred Partners DirectoryMarketing ToolkitPeer Advice from Leading ContractorsReferral Reward ManagementReferral ProgramIntelligent Lead GenerationLead Generation PlatformMarketing Tool LibraryPeer Accountability GroupsElite Peer GroupsIndustry AwardsIndustry AwardsAir Filter Sales AutomationMembership Tiers

Training & Education24features

Self-Paced Online LearningOn-Demand LearningIn-Person Hands-On LabIn-Person Classroom TrainingLive Instructor-Led ClassesTraining ClassesSelf-Paced LearningOn-Demand Learning1:1 Expert CoachingAccountability CoachingBusiness Management & OperationsBusiness TrainingCore TrainingCore TrainingCourse Materials IncludedTraining Materials
Show 16 more
Downloadable Templates and ResourcesPlaybooks & TemplatesIndustry PartnershipsIndustry PartnershipsMonthly WorkshopsMonthly WorkshopsPeer Support & Student CommunityPeer NetworkingProfessional DevelopmentProfessional DevelopmentRegional TrainingRegional TrainingIndustry Events and Trade ShowEventsWeekly Coaching ContentWeekly Coaching ContentBusiness Design TrainingLeadership TrainingLeadership & DiSC TrainingCSR, Dispatcher, and Technician ManualsManuals & GuidesCommercial HVAC Training for Office and Sales StaffComprehensive Training SystemsIndustry EventsIndustry Event DiscountsFour Day Boot CampUnion Membership BenefitsMembership MeetingsInstructor & Mentor AccessAdvisory Board Access

Invoicing & Payments7features

Customer Financing SolutionsCustomer Financing SolutionsQuarterly Rebate ChecksQuarterly Rebate ChecksRebate Accelerator WorksheetRebate Accelerator WorksheetAHRI Rebate TrackingCustomizable Flat Rate Pricing Columns and Task GroupsFlat-Rate Pricing ToolsConsumer FinancingCustomer Financing SolutionsStackable Vendor IncentivesVendor Incentive Stacking

Technician Management7features

Technician CoachingOn-Site CoachingTraining CoursesTraining & Workshops AccessApplicant Tracking SystemHR and Recruiting ToolsRecruiting & StaffingHR and Recruiting ToolsBusiness Account DashboardBusiness DashboardsEmployee Rewards & RecognitionChecklistsBest Practice Assessments

Reporting & Analytics6features

AnalyticsPerformance DashboardReportingPerformance DashboardsBenchmarking ReportsBest Practice AssessmentsBusiness EvaluatorProfitability CalculatorsAutomated Dashboards and System Status ReportsKPI Dashboards

Platform & Customization6features

Custom BrandingGraphic Design ServicesCustom TemplatesOperational TemplatesDocument ManagementContent LibraryDownload CenterDownload CenterLink SharingOperational ToolsWeekly Business Tools

Customer Communication5features

Community ForumCommunity ForumCustomer Service PortalOnline Member PortalDirect Member To Partner MessagingDirect Member-to-Partner MessagingCustomer SupportOnline Support NetworkOngoing SupportOutsourced Support Services

Accounting Integration3features

Cash Flow ForecastingFinancial ForecastingFractional Cfo SupportFractional CFO SupportOutsourced BookkeepingOutsourced Bookkeeping

Scheduling & Dispatch1feature

Classes and Workshops Management

Compliance & Safety1feature

Audits And ComplianceHR Compliance Support

Pricing

Model
Subscription
Starting at
$99/mo
Notes
$99/mo with an annual commitment, or $119/mo with no commitment. Prices exclude tax.

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